Remote Tax Advisor (CPA/EA) - Expert Tax Help

Intuit, Inc.; Warrendale (Allegheny County); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers from a remote setting. You will provide expert tax guidance, prepare returns, and explain tax terms to ensure customers complete their filings accurately.

You will work with video tooling to engage clients, respond to product inquiries, and meet KPI metrics while adhering to compliance requirements. Extensive training and ongoing development are included to support proficiency across TurboTax offerings.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax prep experience.
• 2+ years federal and state 1040 prep for at least 30 clients per season using commercial tax software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Strong communication and customer service skills.
• Proficient with technology and video/audio tools.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use our video software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using deep knowledge and empathy.
• Leverage government resources and team expertise to deliver correct answers in plain language.
• Apply defined practices and company policies to resolve questions and inquiries.
• Document customer interactions and progress toward KPIs and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Research skills

Video support

Technology proficiency

Bilingual English/Spanish

Education

CPA

EA

Practicing Attorney

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers from a remote setting. You will provide expert tax guidance, prepare returns, and explain tax terms to ensure customers complete their filings accurately.

You will work with video tooling to engage clients, respond to product inquiries, and meet KPI metrics while adhering to compliance requirements. Extensive training and ongoing development are included to support proficiency across TurboTax offerings.